Blue Chip Wealth Management
Blue Chip Wealth Management
Blog Post
  • Here at Blue Chip Wealth Management, we’d like you to get to know us – what drives us in business and the fundamental beliefs we hold about investing. We invest in long term relationships and focus on generating good returns for our clients. Read on to find out more. Our Investment Beliefs If you would […]

Blue Chip Wealth Management
Blue Chip Wealth Management
Blog Post

Planning for Aged Care

  • Whether it’s for yourself in latter years, or for a parent who’s finding it difficult to live independently, decisions surrounding aged care often have great emotional and financial impact. There are always questions around finding the right balance between preserving capital for the family and ensuring ongoing income for the individual concerned. And then you […]

Blue Chip Wealth Management
Blue Chip Wealth Management
Blog Post
  • The global economic market is showing signs of firm but unspectacular growth, however our CARE Investment Strategy is tracking ahead of projections across all risk portfolios (Conservative, Moderate, Balanced, Growth and High Growth). While past performance is no indication of the future, the current returns certainly demonstrate the benefit of diversification and professional investment managemen...

Blue Chip Wealth Management
Blue Chip Wealth Management
Blog Post
  • The changes to superannuation announced in the 2016 Federal Budget have been passed by Parliament with the majority of reforms taking effect on 1 July 2017. One significant change relates to the introduction of the transfer balance cap (TBC) and the limit this imposes on the amount of capital that an individual can use to […]

Blue Chip Wealth Management
Blue Chip Wealth Management
Blog Post
  • In a year of unpredictable outcomes, Australian and international markets have performed well albeit showing some weakness in the last quarter of the Financial Year. Our quarterly CARE update is now available and once again shows some great outcomes for our investors. Please click on the link below to read our Newsletter: Care Quarterly – […]

Blue Chip Wealth Management
Blue Chip Wealth Management
Blog Post
  • Have you ever thought in depth about the types of assets you invest into over your lifetime? We often only think of assets in accounting terms of fixed or variable assets within a business, or the large personal purchases we make such as our home or investment property. There’s so much more to consider when […]

Blue Chip Wealth Management
Blue Chip Wealth Management
Blog Post

To: The Business Owner

  • We understand there’s a huge demand on your time when you’re managing a successful business. We respect that! However, we want to help ensure that what you are working so hard to achieve – your business wealth – is not eroded in value. Blue Chip offers advice on a HUGELY IMPORTANT part of your business […]

Blue Chip Wealth Management
Blue Chip Wealth Management
Blog Post
  • Ever wondered exactly what your options are for investments. Essentially there are only four types of investments: • Speculative • Loans • Shares • Property Speculative This includes such items as gold, art and wine. The idea is that you buy a collector’s item in the hope that you can sell it for a profit […]

Blue Chip Wealth Management
Blue Chip Wealth Management
Blog Post
  • We utilise the CARE investment strategy for many of our clients and while this quarterly report is a long read, it’s well worth taking a close look at the 5-year growth trajectory of our various investment programs. If you’d like to know more or find out if CARE is a good fit for you, give […]

Blue Chip Wealth Management
Blue Chip Wealth Management
Blog Post

CARE QUARTERLY UPDATE

  • Many of our clients at Blue Chip Wealth Management have embraced this philosophy. Our mantra “Exciting Life, Boring Money” is even more relevant today than ever before. Please click on the link below to read our quarterly CARE Newsletter CARE Quarterly Newsletter If you would like to discuss the CARE philosophy and how it can […]

Blue Chip Wealth Management
Blue Chip Wealth Management
Blog Post

New blog articles detected.

  • Aged Care Assets Pension Test – Changes from 1st January 2017

    Changes to the Aged Care Assets Pension Test were announced in the 2015 Federal Budget – some 18 months ago – and are about to take effect from 1 January, 2017. You may be asking yourself, “what do the changes mean for me – and what are my options?” Firstly, let’s look and see who […]

  • US Presidential Election – How does it affect you?

    An update from the Chair of the CARE Investment Committee – Emmanuel Calligeris We hate to say we told you so… GPS Wealth’s core investment belief is to invest for the long term. We also believe that one of the major inhibitions of investors to achieve their financial goals is their investment behaviour. Trying to […]

  • The Care Investment Philosophy

    The Care Investment Philosophy is a simple and easy way of understanding your investment strategy. Many of our clients at Blue Chip Wealth Management have embraced this philosophy. The quarterly covers the global outlook for investments and past investment returns. Our mantra “Exciting Life, Boring Money” is even more relevant today than ever before. Please […]

Blue Chip Wealth Management
Blue Chip Wealth Management
Blog Post

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